Edit Patient Match Rules

Description

Use the Edit Patient Match Rules page to define the specific settings for conditions and actions associated with patient match rules.

Access

• Select Add or Edit for the desired condition or action on the Patient Match Rules administration page.

Adding or Editing Patient Match Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

• Address 1: The first line of the patient's address that allows the rule to match on.
  1. Select the Match on patient address 1 field checkbox to have the system match on the first line of the patient's address.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Address 2: The second line of the patient's address that allows the rule to match on.
  1. Select the Match on patient address 2 field checkbox to have the system match on the second line of the patient's address.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• City: The name of the city in which the patient lives that allows the rule to match on.
  1. Select the Match on patient city checkbox to have the system match on the city that the patient lives in.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Classification: Allows users to set up rules that will check the classification (animal or human) of a patient. By default, this option is set to both animal and human.
  1. Select an option from the Match on patient classification drop-down list to specify the classification of the human and/or animal. Select either Human and Animal, Animal, or Human from the drop-down list.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Date of Birth: The date of birth for the patient that allows the rule to match on.
  1. Select the Match on patient date of birth checkbox to have the system match on the patient's date of birth.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• First Name: The first name of the patient that allows the rule to match on.
  1. Select an option from the patient first name when matching a patient drop-down list. Select either Do not use, Match Entire, Match First Character of, or Match First (2, 3, 4, 5, 6, 7, 8, 9) Characters of option to have the system match using a specific character of the patient's first name.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Last Name: The last name of the patient that allows the rule to match on.
  1. Select an option from the patient last name when matching a patient drop-down list. Select either Do not use, Match Entire, Match First Character of, or Match First (2, 3, 4, 5, 6, 7, 8, 9) Characters of option to have the system match using a specific character of the patient's last name.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• MRN: The Medical Record Number (MRN) for the patient that allows the rule to match on.
  1. Select the Match on patient MRN checkbox to have the system match on the patient's Medical Record Number (MRN).
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Patient ID: The unique patient identification number for the patient that allows the rule to match on.
  1. Select the Match on Patient ID checkbox to have the system match on the patient's unique identification number.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• SSN: The Social Security Number (SSN) of the patient that allows the rule to match on.
  1. Select the Match on patient SSN checkbox to have the system match on the patient's Social Security Number (SSN).
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Sex: The sex of the patient that allows the rule to match on.
  1. Select the Match on patient sex checkbox to have the system match on the sex of the patient.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• State: The state that the patient lives in that allows the rule to match on.
  1. Select the Match on patient state checkbox to have the system match on the state in which the patient lives.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Suffix: The suffix of the patient's name that allows the rule to match on.
  1. Select the Match on patient suffix checkbox to have the system match on the patient's name suffix.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• ZIP Code: The patient's ZIP code that allows the rule to match on.
  1. Select the Match on patient ZIP code checkbox to have the system match on the ZIP code of where the patient lives.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Setting Patient Match Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

• Display warning upon save if patient match is found: Select this action to have the system display a warning upon saving if a patient match is found in the system.
  1. Select the Display warning upon save if patient match is found checkbox to have the system display a warning upon saving if a patient match is found in the system.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Prevent patient save: Select this action to have the system prevent saving a patient in the system.
  1. Select the Prevent saving patient checkbox to prevent the system from saving a patient in the system.
  2. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.
• Send Notifications: Allows the user to define specific Event Notifications to be sent out when the patient match rule is triggered.
  1. Select the Active checkbox to specify that the notification is active in the system.
  2. Enter text into the Event Type field to specify the type of event that the notification should fire on.
  3. Select an option from the Field Code drop-down to insert field codes into the Description field. This will happen automatically. Select either Select field code to insert into the body, Current User's Full Name, Current User's Sign-in Location, Matching Patient List, New Patient First Name, New Patient Full Name, New Patient ID, New Patient Last Name, New Patient MRN, or Patient Match Rule Names from the list. There is a limit of 250 characters in the Description field and is automatically tracked by the Characters counter.
  4. Select an option from the Form Letters drop-down to specify a form letter upon saving a patient. Select inside the Form Letter search field to select a form letter. The Form Letter template selected for the rule will be included as an attachment in emails and faxes. If there is no order associated with the patient, the notification will still be delivered, but no form letter will be included.
  5. The Threshold section in the Patient Match Rule-level Notifications section will read Upon patient save. This section is required.
  6. Select Add Recipient to add a rule notification recipient to the page. The Add Event Recipient pop-up will appear asking what type of recipient you would like to create.
     • External Recipient: A custom recipient that does not reflect a record in the system's database.
     • User: Select this button to add the user who should be alerted to the event using the User Search page. See the User Search topic. Once you select the user, you may enter the appropriate information for the recipient (see "Adding Notification Recipients" below).
     • Location: A location record.
     • Current Client: The current client on the item that the rule is being fired upon. Note that this is evaluated after the New Client action, and therefore the Current Client is the new client.
     • Current Assignee: The current assignee on the patient that the rule is being fired upon. Note that this is evaluated after the New Assignee action, and therefore the Current Assignee is the new assignee.
     • Event Log: Select this button to add the event to the Event Log. See the Event Log topic.
     • Sales Person: Select this button to add the sales person that the rule is being fired upon.
     • Region Manager: Select this button to add the region manager that the rule is being fired upon.
  7. Once you have completed your changes, select Save to return to the Patient Match Rules administration page to continue creating or editing the patient match rule. Remember that you must select Save on the Patient Match Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.